Jeremy Frazer is a wealth advisor and concentrates on wealth management, advisory services, and portfolio management. He holds the Chartered Financial Analyst® designation. Jeremy has more than eight years of sell-side equity research experience at William Blair and JMP Securities, where he covered financial technology, payments infrastructure, business services, and specialty consumer finance. He and his wife have two children and reside in Geneva, Illinois.
Industry experience since 2006
- JMP Securities
- Joined William Blair in 2006-2012, rejoined in 2014
- CFA Institute
- CFA Society of Chicago